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About the Role
The Wealth Path Wealth Advisor supports regional business development and client service efforts within a team-centered environment. This role functions as the primary trusted advisor for a book of clients, focusing on retention, asset growth, and successful client onboarding. The advisor will also act as a subject matter expert in various financial planning areas and manage client communications.
Responsibilities
- Function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
- Ensure client retention and bring in additional assets from existing clients to transition clients from Wealth Path into Custom Wealth.
- Successfully onboard or transition 10-50 new clients annually to achieve a client book size of 250.
- Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
- Analyze, draft, edit, deliver, and present financial planning modules to clients.
- Manage client communications and follow-up with clients' other advisors.
- Ensure adherence to company standards for client care, including annual meetings, referrals, and retention.
- Attend company workshops or lectures and speak to groups of potential clients.
- Implement company policies and procedures.
- Perform other duties as needed.
Requirements
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
- Five to twenty-five years of job-related experience.
- Certified Financial Planner (CFP) designation.
- Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts.
- Excellent client focus and client-oriented approach.
- Sales aptitude and experience highly desired.
- Continually seeks to enhance job knowledge, learns quickly and efficiently.
- Humble, entrepreneurial, hardworking team player with a positive 'can do' attitude.
- Proficiency with MS Word, Excel, PowerPoint, and Outlook.
- Experience with Salesforce and financial planning software preferred.
- Technical and analytical training and experience in financial planning.
- Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment.
- Ability to work without close supervision, managing and prioritizing deliverables.
- Highly flexible and confidential with all matters.
- Ability to travel up to 50% as required for client meetings and national trainings/seminars.
Skills
- Investment planning
- Finance
- Insurance
- Tax planning
- Financial planning
- Client service
- Sales aptitude
- MS Word
- MS Excel
- MS PowerPoint
- MS Outlook
- Salesforce
- Financial planning software
- Technical analysis
- Analytical skills
- Teamwork
- Collaboration
- Communication (oral and written)
- Business development
- Wealth management
- Asset allocation
- Portfolio review
- Investment research
- Compliance
- Project management
Location
- U.S.
Work Type
- Hybrid
- Full-time
Experience Level
- Five to twenty-five years of job-related experience
Education Level
- Bachelor's degree
- Master's degree a plus
Salary/Compensations
- $85,000—$145,000 USD
- Eligible to earn an annual bonus and other incentive compensation.
Benefits
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support health and financial well-being
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings
- Kaiser Medical plans available in California
- Company contributions to HSA if enrolled in HDHP medical plan
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account
- 14 Company Paid Holidays
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
About the Company
- For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
- Delivers comprehensive care once reserved for only the wealthiest households.
- Serves over 42,800+ families across 110+ cities across the U.S.
- Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
- An independent fiduciary legally bound to act in clients’ best interests.
- Offers a workplace that stands apart in the financial industry.
- More than half of employees and client-facing professionals are women.
- Builds teams around exceptional talent with a flexible, national footprint.
Equal Opportunity
- Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.